How to Update Your Tax Information via Tipalti

How to Update Your Tax Information via Tipalti

Summary

To ensure timely and compliant payments, it is essential that you keep your tax information accurate and up to date. All updates must be submitted through the secure Tipalti portal, which is integrated directly into your Moneybox account. This guide explains the step-by-step process.

Step-by-Step Guide to Updating Your Information

  1. Locate the Tipalti Portal Navigate to your Moneybox and go to the "My Profile" section. Here you will find the integrated Tipalti iframe, which is your secure portal for all payment and tax-related information.
  2. Access the Payment Information Area Within the Tipalti portal, access the payments section and select the option that best describes your entity type:


* For Individuals:
If you are a freelancer or self-employed individual, choose the relevant option to proceed. (Image suggestion: A screenshot showing where to select "Individual/Freelancer") :


3. Complete the Tax Forms You will be guided through a multi-step process. In Step 3, you will have the opportunity to declare whether you are subject to taxation in Europe.

  1. Find the section labeled “Tax Information”.
  2. Enter or update your required tax details in the provided fields. This may include your national Taxpayer Identification Number, VAT ID, or other residency documents.
  3. Carefully review all information for accuracy.
​
4. Save and Await Confirmation Once you have completed the forms, save your changes. The system will automatically verify your information. If all details are correct, you will receive a confirmation email from Tipalti within a few days.